Alfredo E. Ordonez, ChFC, CLU in

Alfredo E. Ordonez, ChFC, CLU

Editor · DISC type SC
Financial Adviser at Eagle Strategies, LLC
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
31 Years
Current Role
Financial Adviser
Location
Sarasota, Florida, United States
Personality Overview

How Alfredo shows up

Objective Thinker
Slow Buyer
Fact-Driven

They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Alfredo cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

7-2000
Financial Adviser
Eagle Strategies, LLC
1-1994
Owner
The Ordonez Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
B.S.
Florida State University - College of Business
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Eagle Strategies, LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Alfredo. Free, 10 seconds.